1401 results found
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Process receipts on hubdoc app
Increase functionality of Hubdoc App to be able to process (i.e. code) receipts in the same way you can on the Hubdoc website
3 votes -
XPM - Job Budgets easily seen under the Jobs tab
It would be great to see the budgets easily when we open the Jobs tab in XPM. This will help us have a quick glance at the budget for each job rather than opening each job in a new browser tab or generate a report.
28 votes -
prepayments
In other finance systems you can very easily process an invoice directly to the prepayments nominal, and then build the prepayment schedule in as well on a second screen. Ie the period for it be prepaid, how much each month and to which P&L nominal.
Is there anyway that this can be introduced into Xero as an alternative to complicated Excel spreadsheets and journals
3 votes -
Fix the top 2 ribbons (Client -blue & account- white) of Xero so that you don't have to scroll to get to another screen
Fix the top 2 ribbons (Client -blue & account- white) in Xero, so that you don't have to scroll back to the top to open another screen. Or have the ability to fix them. It is a lot of scrolling every client.
3 votes -
Xero HQ - Add multiple organization to one client record
Need the option to add multiple organizations to one client record. At present we are forced to create a duplicate client.
3 votes -
BAS: STP data prefilled
Would love to see Xero Tax to prefill STP data (W1 and W2) into BAS/IAS.
9 votes -
Practice Manager - 'Sticky Note' on client home page
To have a function that essentially works as a sticky note on the details page of the clients file. Although there is the notes function, it it easily lost within the multiple tabs, however if something was right there on the home screen for all to see it isn't as easily missed/ignored. It could be something simple like a staff member has been trying to get in touch with the client, or bringing attention to an address change, noting the preferred method for documents to be signed etc.
31 votes -
AU Tax - Franking account worksheet
It will be great if Xero has its own separated spreadsheet to keep the record or, ideally, import into the CTR's franking account.
Currently we have to use third party software to keep track of the franking account, and I have seen some of the tools can import from ATO Portal too via csv / pdf.
7 votes -
Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
7 votes -
Hubdoc - Option to post receive money
Hubdoc. Options to post to Xero are Purchase, Spend money, Invoice (AP) and credit note.
Can we have a received money option as well please so that I can enter say bar takings from an end of day till report straight to the Tills cash reconciliation report.?8 votes -
Bulk dispose fixed assets in XERO Fixed Assets Register
There should be a function in XERO Fixed Assets Register to allow bulk dispose assets that are no longer used/sold.
75 votes -
Create bill credit notes from files folder or from DRAFT bills
You should be able to create a Bill Credit note directly from the FILES folder of your profile. This way when you go in to check the Credit note, you can create it straight away, rather than have to go out, in to Bills, and then have to create it from there.
OR when you send an 'invoice'/attachment through to your draft bills, you should be able to change it to be a bill credit note rather than a bill1 vote -
Percentage of Income with Decimals, but not expenses.
Xero allows us to choose whether or not we show decimals in an Income Statement. We believe showing 2-decimal places on revenue and expenses to be unnecessary, but feel it is VERY important to show 2-decimals on the % of revenue. It is better to show .04% than .00% and .05% than 1%. We would like to see Xero separate the option of decimals between numbers verses percentages so our clients can have a clear grasp on their performance.
1 vote -
Xero Tax (AU) - Add "Draft" watermark to returns
Some clients want to review their tax return on a PDF format hence it would be helpful if there's an option to put a "draft" water mark
27 votes -
Xero HQ - Bulk bank feed refresh
It would be useful to refresh all client bank feeds from the HQ client list rather than go into clients individually
3 votes -
Allocate Expense to Customers
Can we get the allocate expense to customer added as a feature on bank rules and cash coding to simpify and speed up the process for allocating customer expenses for recharging.
3 votes -
AU Tax | Tax Reports
I want to be able to track our tax lodgements. Specifically what I really want is to compare our lodgement of tax returns now to the same time last year.
3 votes -
AU Tax - Automatic filing of a suspended return
AUTOMATIC SUBMISSION OF A RETURN WITH THE "DEFERRAL" DATE ALLOCATED
It is a critical feature on a system we transition from to XERO tax, to be able to allocate to a finalized return a deferred date for the submission. On such and such date, all returns with that date and tag then come up, and with a touch of a single button all go to the ATO at the same time. The deferral function is critical where the client's return has a large tax bill, for example, and the client has other ways of utilizing the funds and keeping them…
4 votes -
XPM Job filters - Add custom fields to Job Manager
Would love to be able to add custom job fields onto the Job Manager dashboard and be able to create filters from them.
5 votes -
UK Tax - Corporation Tax Marginal Relief computation
Please can the corporation tax computation include a calculation of the marginal relief.
This would need to include the amount of associated companies and the calculation of the marginal relief amount rather than just showing the total of marginal relief.
6 votes
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